Before events can be created in Astra Schedule, certain information needs to be configured. In this lesson, we’ll look at the building blocks of events in Astra Schedule and why they’re useful. Let’s get started!
Let’s start with the required building blocks. They are start and end date, start and end time, room, event type, customer, and customer contact. The only field that can be switched to not required is the room. An optional building block that you can add for additional filtering and reporting is the event meeting type.
Rooms are an important building block of events, as Astra Schedule is at its core a room scheduling tool for sections and events! Rooms are imported at the beginning of your implementation and can be added manually after the initial import. You’ve already learned a lot about rooms, so we’ll be discussing the other building blocks in this lesson.
Event Type vs. Event Meeting Type
Event types and event meeting types are both categorizations that can be added to an event. The event type is at the event level, meaning if there is an event with a single meeting or with 15 meetings, the entire event has the same event type. The event meeting type is at the meeting level, so the example event with 15 meetings can have a different event meeting type for each individual instance. The event meeting type isn't a required field. It also isn't a commonly used field in Astra Schedule, but it is there if needed.
Event Type and Event Meeting Type
Customers
Customer Contacts
Duplicate Records
In this lesson, you learned about event types, event meeting types, customers, customer contacts, and merging duplicate records. Now you have all the building blocks you need to create an event in Astra Schedule, so let’s jump into our next lesson to start creating events!
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